Alpha Talon Investment Research

Alpha Talon Investment Research

The Quantum Cold War: Science "Advances", Markets Lose Discipline

Washington "funds", Beijing "speculates", and retail piles in. Google’s new milestone fuels another round of quantum exuberance—but commercialization and profitability are nowhere in sight.

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AT Investment Research
Oct 24, 2025
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The Illusion of Supremacy Returns

Google Quantum AI’s latest publication in Nature on October 22, 2025, represents the company’s most assertive claim since its 2019 “quantum supremacy” announcement: the demonstration of what it now terms a verifiable quantum advantage.

The experiment was conducted on Willow, Google’s next-generation superconducting proce…

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